Document Default line type in the sales and purchase documents.

This features was updated by Microsoft in 2021 Release wave 2(BC19).

Business value

Whether your company deals with physical goods or if it's Service based and uses Business Central only to book financial transactions, you probably deal with some type of purchase or sales documents. You can now specify a default type for these documents and save a little time when preparing them.

Feature details

Sales and purchase documents can contain different types of lines, such as G/L Account, Item, Resource, or Fixed Asset. In this release you can select the default line type that will be suggested when you create new documents. You can specify the default type for sales on the?Sales & Receivable Setup?page, and for purchases on the?Purchase & Payables Setup?page, in the?Document Default Line Type?field. Afterward, the first line on the document will always use the default type that you specified, and you can start working with lines by selecting values in the?No.?field. Of course, you can change the type on the line if needed. If you do, the next lines that you create will use type from the previous line. The default value affects only the first line.

Sales & Receivables Setup:

Changed?Document Default Line Type?to?G/L Account?on the Sales & Receivables Setup page.

When adding a sales line on the sales order page, the Type field on the first line will be?G/L Account.

Purchase & Payables Setup:

Changed?Document Default Line Type?to?Resource?on the Purchase & payables Setup page.

When adding a Purchase line on the Purchase order page, the Type field on the first line will be?Resource.

** This Field Setup Value is applicable for all Purchase Documents like Blanket Purchase Order, Purchase Quote, Purchase order, Purchase Invoice etc. Same will work on Sales Documents also**

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Hope this will help.

Thanks for reading.